Recent Discussions
How to Add Adjustments with Add Back Category and Free-Form Add Back Name to Actuals in OneStream?
Hi Everyone, I’m working with Actuals data structured like the attached screenshot and want to add adjustments linked to this data. Key points: Adjustments must tie to Actuals by Company, Account, and Month Each adjustment includes: An Add Back Category An Add Back Name, which is free-form text and can vary monthly I want to maintain monthly detail and enable reporting and drill-down by both Add Back Category and Add Back Name My questions: What’s the best approach to model and load adjustments with both a Add Back Category and a free-form Add Back Name in OneStream? Should Add Back Name be a UD member with auto-create, a text attribute, or something else? How to avoid member explosion or reporting complexity given the free-form nature of Add Back Name? How can I ensure adjustments roll up correctly and maintain data integrity? Any recommendations for validation, governance, and reporting for this kind of adjustment detail? Thanks in advance for your insights!
How to stop a Data Adapter task that keeps launching CubeViews?
Hello, I’m facing an issue with a Data Adapter that launches a CubeView. The problem is that the Data Adapter seems to be looping and triggering the CubeView multiple times, which results in a very long execution time. When I manually cancel some of the tasks related to the CubeView, it looks like new tasks keep getting created, as if the main process is still running. My question is: Is there a way to kill or stop the main task/process that was initiated by the Data Adapter, so that all dependent CubeView tasks are also stopped as a consequence? Or is there a recommended way to safely terminate this kind of runaway Data Adapter execution PS : The same OS environment hosts both development and production. I’m currently running OneStream version 7.2. Thanks in advance for your help.
Centering Dashboard Within a Dashboard
Here's the scenario I'm trying to figure out: My main dashboard has 3 columns which contain 3 different dashboards. The left and right dashboards are just for navigation and have a set width. I want the middle dashboard to be center aligned with the available space left over after the left and right dashboards are populated. Basically I'm trying to design the dashboard so that it's readable from a laptop screen but on a normal monitor I want the main section of the dashboard (the middle) to fill in all of the empty space and center align horizontally. I hope that makes sense? Thanks, Brandon
Can constraints Slow Things Down in OneStream?
Constraints in OneStream are filters applied to metadata dimensions such as Flow, Accounts, UD1, or specific cash flow lines to narrow the scope of calculations, data retrieval, or Cube View rendering. They’re powerful tools, but when applied too broadly or dynamically, can they degrade performance? Larger evaluation footprint A Flow or Account constraint forces OneStream to check every intersection in that dimension. In dense cubes, this can mean millions of evaluations. 1. Dynamic filters are expensive. Static lists (e.g., A#1000, A#2000, Flow#Operating) resolve quickly. Dynamic logic FilterDim, Boolean conditions, or formula driven sets require runtime computation. Why? 2. Stacked or nested constraints multiply the cost. Does layering constraints across Flows, Accounts, and UDs in OneStream force the system to resolve each filter before executing calculations? 3. Reduced parallelism. When constraints slice across cash flow lines or UD dimensions, the engine can’t fully parallelize tasks. Does more constraint mean fewer threads working freely? Do you agree? Why? Cheers
Sum PLP Register Column for all employees
In People Planning, is there a way to sum all the values in either the PLP register or calc plan for all employees to get a total to calculate an allocation. My client would like to allocate a Pension Pool by the Employee’s Wage / Total Employee Wages. I am trying to find a way to calculate the Total Wages for all Employees using Allocation Methods as they run by RegisterID/CalcPer. Any ideas.Task Manager Auditor / View Only Access
I have a requirement to setup auditor (view only) access within the Task Manager solution. Unlike Account Reconciliations, there isn't a dedicated Role within the Global Options settings of the solution. My initial thought was to assign an Auditor role to the "Viewer Group", however this would require every single task to have the role assigned. Does anyone know of a better solution, or do we actually have to assign the viewer group on all 2,000+ tasks? E.g., regarding assigning the auditor role to the viewer group.Default Form Template on Workflow Profile Load
I've created a form template and assigned it to a workflow profile. However, each time I access that workflow profile, I have to manually click on the form to open it. Is there a way to set a default form template so that it opens automatically when a user navigates to that specific workflow profile?
